Bowie Capital Management’s Lam Research LRCX Stock Holding History

Bowie Capital Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-126,003	Closed	-$13.3M	–	36
2025 Q2	$12.3M	Buy	126,003 +69,123	+122%	+$5.48M	0.57%	26
2025 Q1	$4.14M	Buy	+56,880	New	+$4.48M	0.19%	31
2022 Q4	–	Sell	-300,000	Closed	-$11M	–	40
2022 Q3	$11M	Buy	+300,000	New	+$13.4M	1.16%	29

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Bowie Capital Management's LRCX Position: Q3 2025 in Review

Bowie Capital Management sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 126,003 shares — an estimated $13.3M sold.

Bowie Capital Management first reported a position in LRCX in Q3 2022 and held it in 3 quarters. The position peaked at $12.3M in Q2 2025. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

Bowie Capital Management reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
Bowie Capital Management sold 126,003 Lam Research shares in Q3 2025, an estimated $13.3M.
Bowie Capital Management first reported a position in Lam Research in Q3 2022 and held it in 3 quarters.
Bowie Capital Management's Lam Research position peaked at $12.3M in Q2 2025.
2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Bowie Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.